In TaxTank you have two options to cancel live bank feeds;
Disconnect a particular bank or institute
Revoke access to all connected banks or institutes
How do I disconnect a bank feed for a single bank or institute?
Disconnecting a bank will stop any future live bank feeds. All historic transactions will remain within TaxTank to retain accurate records.
To disconnect, go to Bank Feeds and then located the bank you wish the disconnect.
Select the 3 dots, and then 'Disconnect' from the dropdown.
Select 'Yes' from the confirmation pop-up to confirm.
How do I revoke all live bank feeds?
Revoking consent will stop live feeds and delete all historic bank feed data in TaxTank. This will impede the functionality of both bank feeds and equity graphs. This cannot be undone.
To revoke, go to Bank Feeds and then located in the top right corner select the settings icon and then the 'Revoke Access' option from the dropdown. If you're sure you want to revoke select 'Yes' from the confirmation pop-up.
You're Bank or Institute may also email you a revoke confirmation.
